Before Death Do Us Part
A simple guide for gathering your estate documents, financial records, and healthcare directives in one place. Before your family ever needs them.
One Binder. Every Answer Your Family Will Need.
When something happens to you, your family will want to help. The hard part is that helping takes answers. Where are the accounts? Who is the accountant? Which insurance card is current? In a difficult moment, even paying a simple bill can turn into a locked door.
This guide is a practical checklist for gathering everything in one place while it is still easy to do. It was built from our own family experiences and the ones our clients have trusted us with, and it explains not just what to gather but why each item matters.
- The one-page essential document checklist, eight categories in all
- Healthcare cards, coverage documents, and prescription lists your family will be asked for
- Bank, investment, and insurance records, and how beneficiary designations keep accounts from freezing
- Wills, living trusts, powers of attorney, and healthcare directives in plain English
- The details most families forget: passwords, recurring bills, safe deposit keys, car titles
What You'll Learn
The One-Page Checklist
Eight categories of essential documents on a single page: personal identification, military records, healthcare, financial, legal, contact lists, and the everyday details in between.
Legal Documents in Plain English
What a will actually does, when a living trust makes sense, and how durable powers of attorney, living wills, and DNR orders protect your wishes when you cannot speak for yourself.
Lessons From Real Families
Frozen bank accounts, sealed safe deposit boxes, outdated coverage booklets. Firsthand stories about what happens when documents cannot be found, and how to prevent it.
The Details Everyone Forgets
Usernames and passwords, recurring services, funeral plans, car titles, and the contact lists that let your family pick up the phone instead of searching through drawers.
Get the Full Guide
The complete Before Death Do Us Part checklist and companion guide. No email required. Download it, print it, and start filling that binder this week.
14 pages. Takes about 15 minutes to read. Your family gets the benefit for years.